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Brian Lynn Hoffman

Ameritas Investment Company, LLC

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About Brian Lynn Hoffman

Brian Hoffman is a financial advisor based in BROWNSTOWN, PA. Brian has been working in the financial industry since October 1985 and is currently registered with Ameritas Investment Company, LLC. Brian's professional designations include Series 6 and Series 63 licenses. In addition, Brian holds a SIE license. Brian is registered to provide investment advice in Pennsylvania.

Firm Information

Brian Hoffman is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Hoffman’s Registration & Firm History

PA

06/30/2006 - Present

Ameritas Investment Company, LLC (BROWNSTOWN PA)

PA

11/03/1995 - 06/30/2006

CARILLON INVESTMENTS, INC. (EPHRATA PA)

NA

10/28/1985 - 11/03/1995

CARILLON INVESTMENTS, INC.

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Licenses & Designations

BC

Issued 06/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Lynn Hoffman.
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